Chief Executive Officer (CEO), Wealth Management
Confidential
Chief Executive Officer (CEO), Wealth Management
About the Company
Confidential wealth management operating company division.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Chief Executive Officer (CEO) for its Wealth Management division. The successful candidate will be responsible for providing strategic leadership and vision to the organization, driving the development and implementation of long-term business strategies, and ensuring the company's growth and profitability. The CEO will oversee all operations, including fund management, and will be instrumental in expanding the company's presence in the wealth and crypto markets. This role requires a dynamic individual with a proven track record in the industry, capable of making high-level decisions and representing the company in a professional and ethical manner. Applicants for the CEO position at the company's Wealth Management division should have a degree or MBA in a relevant field and possess a deep understanding of the wealth, crypto, and fund management sectors. The role demands a visionary leader with the ability to inspire and motivate a team, as well as excellent communication and interpersonal skills. The ideal candidate will have a strong background in operations, be adept at managing change, and have a clear focus on client satisfaction and regulatory compliance. A strategic mindset, the ability to identify and capitalize on market opportunities, and a commitment to the company's values and mission are essential.
Functions
- CEO/President
$68k - $120k
The Chief of Staff provides exceptional service to our clients and... ...Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a... ...position is responsible for managing all business operations and... ...conjunction with the Business Service Officer (BSO) to oversee team...SuggestedTemporary workWork experience placement$300k
Role Overview As a Managing Director for Masterworks Advisers, you will be responsible for: Launching a private wealth team of 2-4 advisors within your city Overseeing an art gallery which the private wealth team operates out of, with art by artists like Banksy, Basquiat...SuggestedAfternoon shift$150k - $200k
Kinecta Federal Credit Union is looking for a Vice President of Wealth Management to oversee operations and drive business growth. In this role, you will lead strategic initiatives and manage a talented team of financial advisors. The ideal candidate has a strong background...SuggestedFull time- ...Vice President of Wealth Management About the Company Respected investment advisory firm Industry Financial Services Type Privately Held About the Role The Company is in search of a VP of Wealth Management to join their team. The successful candidate...Suggested
$150k - $200k
...accommodation or an alternative application process. VP Wealth Management Full-Time Executives El Segundo, CA, US 30+ days ago Requisition ID: 1732... ...person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs...SuggestedFull timeContract workWork experience placementWork at officeFlexible hours- PathStone Capital, a leading independent wealth management firm in Los Angeles, is seeking a Vice President, Global Regions to drive international expansion. The ideal candidate will have experience in cross-border wealth advisory and asset allocation, focusing on UHNW...Remote jobFull time
$164k - $250k
...enhance client relationships and facilitate financial planning processes. The ideal candidate will have a strong background in wealth management, with a 4-year degree and relevant certifications. This role requires exceptional analytical and communication skills to...- Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley Melissa Nims takes... ...$96 billion in assets under management, has hired Melissa Nims, a former Morgan Stanley executive, as its chief solutions... ...role, she’ll lead Mercer’s wealth solutions platform, which includes...Immediate start
$68k - $120k
...Investment Consultant – Team Chief Operating Officer (COO)” POSITION SUMMARY... ...Advisor / Private Wealth Advisor Team. As part of the... ...all business operations and execution for the team. The Team COO... ...for enhancing team capacity, managing the client service model, ensuring...Temporary workWork experience placementLocal area$110k - $175k
...headquartered in the United States with offices worldwide. Job Description Wilshire’s Client... ...private markets, with a primary focus on wealth and retirement channels. Responsibilities... ...coordinating with internal stakeholders, managing client activities, staying informed about...Full timeWork at officeWorldwide- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning Specialist job at JPMorgan Chase & Co.. Los Angeles, CA. Job... ...clients. This role requires travel among branches and offices as needed. The successful candidate will have knowledge of and...Work at office
$68k - $120k
...POSITION SUMMARY The Chief of Staff provides exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...teams who is responsible for managing all business operations and overseeing... ...with the Business Service Officer (BSO) to oversee such team responsibilities...Full timeTemporary workWork experience placement$170k - $200k
NFP Corp is hiring a Wealth Advisor at the SVP level in Los Angeles. This role involves working closely with the ground control team... ...address client needs and inquiries while providing integrated wealth management solutions. The ideal candidate should have a strong background...$300k
Masterworks, LLC. is seeking a Managing Director to launch and manage a private wealth team in Beverly Hills or Silicon Valley. This role includes capital raising, client engagement, and overseeing an art gallery. Candidates should have extensive experience in financial...$200k
NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income... ...NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit a book of high-net-worth clientele. No...Work at office- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join our Los Angeles office. This position involves managing a book of high-net-worth clients without sourcing new clients, leveraging leads developed by the firm. The ideal candidate will have at...Work at office
$200k
NorthCoast Asset Management in Los Angeles is looking for a Wealth Advisor, Vice President to manage high-net-worth clients. You’ll inherit an established clientele and focus on developing relationships and driving revenue growth without sourcing new clients. The ideal...$68k - $120k
Dormont Manufacturing Co is seeking a Chief of Staff to provide exceptional service to clients and support Financial Advisors. This senior-level position involves managing business operations and overseeing support teams to align priorities with business goals. The ideal...$164k - $250k
Wealth Enhancement in Southern California is seeking a VP Financial Advisor to aid clients in achieving their financial goals while providing... ...service. This key advisory team member is tasked with managing existing clients, leading the financial planning process, and mentoring...- A leading wealth management firm is seeking a VP Financial Advisor in Los Angeles, CA. This key role involves managing existing client relationships, sourcing and closing new clients, and mentoring team members. Ideal candidates will possess strong analytical and communication...
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to...
$300k
...World Trade Center in New York City's Financial District Role Overview As a Managing Director for Masterworks Advisers, you will be responsible for: Launching a private wealth team of 2-4 advisors within your city Overseeing an art gallery which the private...Full timeAfternoon shift- ...seeking an experienced Private Banker to join our team in Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking to deliver...
- ...Chief of Staff, Strategy & Operations About the Company Fast... ...to join their team. This executive leadership role is pivotal in... ...be a strategic partner to the CEO and executive leadership, responsible... ...background that may include management consulting, business...
- ...Chief of Staff, Strategy & Operations About the Company Globally... ...to join their team. This executive leadership role is pivotal in... ...a strategic partner to the CEO and executive leadership, responsible... ...background that may include management consulting, business...
- ...Chief of Staff, Operations, Marketing, Advertising & eCommerce... ...Chief of Staff or Chief Operating Officer to work closely with the CEO and Senior Leadership Team. This... ...in the areas of time management, decision-making, and execution. The successful candidate will...
- ...Chief of Staff, Business Operations About the Company Innovative... ...be a trusted advisor to the CEO, driving strategic initiatives, and ensuring the executive team remains aligned and focused... ...exceptional communication and project management skills. The company values a...
- ...Chief of Staff, Strategy and Operations About the Company... ...to work closely with the CEO and Founder, playing a... ...focus, decision-making, and execution of the Senior Leadership Team... ...effectively. Hiring Manager Title Chief Executive Officer (CEO) Functions Strategy...Remote work
- Job Title: Chief of Staff & Operations - MemeHouse Location: Beverly... ...‑Time Reports To: Founder & CEO, MemeHouse About MemeHouse MemeHouse... ...vision is translated into execution, systems are running smoothly,... ...and resolve conflicts. Manage handoffs between teams so that...Full time
$250k - $375k
...Description Summary As a Managing Director in the Executive Compensation and Board Advisory practice you will... ...colleagues in our other Health, Wealth, and Career businesses on broader opportunities... ...Compensation practice and local office teams Collaborate with sales...Temporary workWork at officeLocal areaFlexible hours
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